Work on invoice report table (added date groups)

app/Filament/Resources/CustomerReportResource.php

@@ -38,7 +38,8 @@ class CustomerReportResource extends Resource
                 Tables\Columns\TextColumn::make('company_name')
                     ->label('Customer')
                     ->sortable()
-                    ->searchable(),
+                    ->searchable()
+                    ->extraHeaderAttributes(['class' => 'w-full']),
 
                 Tables\Columns\TextColumn::make('subtotal')
                     ->money('usd')

app/Filament/Resources/InvoiceReportResource.php

@@ -9,6 +9,7 @@ use Filament\Forms\Components\DatePicker;
 use Filament\Forms\Form;
 use Filament\Resources\Resource;
 use Filament\Tables;
+use Filament\Tables\Grouping\Group;
 use Filament\Tables\Table;
 use Illuminate\Database\Eloquent\Builder;
 
@@ -36,21 +37,15 @@ class InvoiceReportResource extends Resource
     {
         return $table
             ->columns([
-                Tables\Columns\TextColumn::make('year')
-                    ->getStateUsing(fn (Order $record) => $record->invoice->date)
-                    ->date('Y'),
-
-                Tables\Columns\TextColumn::make('month')
-                    ->getStateUsing(fn (Order $record) => $record->invoice->date)
-                    ->date('m'),
+                Tables\Columns\TextColumn::make('invoice.date')
+                    ->label('Date')
+                    ->date('Y-m-d'),
 
                 Tables\Columns\TextColumn::make('customer_po')
                     ->color('code')
                     ->weight('bold')
                     ->extraHeaderAttributes(['class' => 'w-full']),
 
-                Tables\Columns\TextColumn::make('invoice.date')
-                    ->label('Date'),
                 Tables\Columns\TextColumn::make('total_service_price')
                     ->label('Subtotal')
                     ->alignRight()
@@ -87,6 +82,7 @@ class InvoiceReportResource extends Resource
                 Tables\Columns\TextColumn::make('invoice.status')
                     ->badge(InvoiceStatus::class),
             ])
+
             ->filters([
                 Tables\Filters\SelectFilter::make('customer')
                     ->relationship('customer', 'company_name')
@@ -95,7 +91,7 @@ class InvoiceReportResource extends Resource
                     ->placeholder('Select a customer...')
                     ->selectablePlaceholder(false)
                     ->query(function (array $data, Builder $query): Builder {
-                        return $query->where('customer_id', $data['value'] ?? '-1');
+                        return $query->where('orders.customer_id', $data['value'] ?? '-1');
                     }),
 
                 Tables\Filters\Filter::make('date_from')
@@ -121,11 +117,22 @@ class InvoiceReportResource extends Resource
                     }),
 
             ], layout: Tables\Enums\FiltersLayout::AboveContent)
+
             ->hiddenFilterIndicators()
-            ->actions([//                Action::make('generateReport')
-                //                    ->label('Make Report')
-                //                    ->icon('lucide-sticky-note'),
-            ]);
+
+            ->actions([])
+            ->defaultGroup(
+                Group::make('date')
+                    ->getKeyFromRecordUsing(fn (Order $record): string => $record->invoice->date->format('Y-m-0'))
+                    ->getTitleFromRecordUsing(fn (Order $record): string => $record->invoice->date->format('F Y'))
+                    ->orderQueryUsing(function (Builder $query) {
+
+                        return $query->join('invoices', 'orders.invoice_id', '=', 'invoices.id')
+                            ->orderBy('invoices.date', 'desc');
+                    })
+                    ->titlePrefixedWithLabel(false),
+            );
+        //            ->defaultSort('date', 'desc');
 
     }
 

app/Filament/Resources/InvoiceReportResource/Pages/ListInvoiceReports.php

@@ -3,6 +3,7 @@
 namespace App\Filament\Resources\InvoiceReportResource\Pages;
 
 use App\Filament\Resources\InvoiceReportResource;
+use Filament\Actions\Action;
 use Filament\Resources\Pages\ListRecords;
 
 class ListInvoiceReports extends ListRecords
@@ -14,7 +15,9 @@ class ListInvoiceReports extends ListRecords
     protected function getHeaderActions(): array
     {
         return [
-            //            Actions\CreateAction::make(),
+            Action::make('generateReport')
+                ->label('Make Report')
+                ->icon('lucide-printer'),
         ];
     }
 }

app/Filament/Resources/OrderResource.php

@@ -232,8 +232,7 @@ class OrderResource extends Resource
                             ? 'lucide-calendar-clock' : ($record->rush
                                 ? OrderAttributes::rush->getIcon() : null);
                     })
-
-                    ->size(Tables\Columns\IconColumn\IconColumnSize::Small),
+                    ->size(Tables\Columns\IconColumn\IconColumnSize::Medium),
 
                 TextColumn::make('internal_po')
                     ->label('Internal PO')

app/Filament/Resources/OrderResource/Pages/ListOrders.php

@@ -24,9 +24,18 @@ class ListOrders extends ListRecords
     public function getTabs(): array
     {
         return [
-            null => Tab::make('All')
-                ->icon('lucide-layout-grid'),
-
+            'active' => Tab::make()
+                ->query(function ($query) {
+                    return $query
+                        ->whereNot('status', OrderStatus::INVOICED)
+                        ->whereNot('status', ORderStatus::SHIPPED);
+                })
+                ->icon(OrderStatus::PRODUCTION->getIcon())
+                ->badge(function () {
+                    return Order::whereNot('status', OrderStatus::SHIPPED)
+                        ->whereNot('status', OrderStatus::INVOICED)
+                        ->count();
+                }),
             'overdue' => Tab::make()
                 ->query(function ($query) {
                     return $query->whereDate('due_date', '<=', today())
@@ -61,25 +70,28 @@ class ListOrders extends ListRecords
                 })
                 ->badgeColor('warning'),
 
-            'draft' => Tab::make()
-                ->query(fn ($query) => $query->where('status', OrderStatus::DRAFT->value))
-                ->icon(OrderStatus::DRAFT->getIcon()),
-
-            'approved' => Tab::make()
-                ->query(fn ($query) => $query->where('status', OrderStatus::APPROVED->value))
-                ->icon(OrderStatus::APPROVED->getIcon()),
-
-            'production' => Tab::make()
-                ->query(fn ($query) => $query->where('status', OrderStatus::PRODUCTION->value))
-                ->icon(OrderStatus::PRODUCTION->getIcon()),
-
-            'shipped' => Tab::make()
-                ->query(fn ($query) => $query->where('status', OrderStatus::SHIPPED->value))
-                ->icon(OrderStatus::SHIPPED->getIcon()),
+            null => Tab::make('All')
+                ->icon('lucide-layout-grid'),
 
-            'invoiced' => Tab::make()
-                ->query(fn ($query) => $query->where('status', OrderStatus::INVOICED->value))
-                ->icon(OrderStatus::INVOICED->getIcon()),
+            //            'draft' => Tab::make()
+            //                ->query(fn ($query) => $query->where('status', OrderStatus::DRAFT->value))
+            //                ->icon(OrderStatus::DRAFT->getIcon()),
+            //
+            //            'approved' => Tab::make()
+            //                ->query(fn ($query) => $query->where('status', OrderStatus::APPROVED->value))
+            //                ->icon(OrderStatus::APPROVED->getIcon()),
+            //
+            //            'production' => Tab::make()
+            //                ->query(fn ($query) => $query->where('status', OrderStatus::PRODUCTION->value))
+            //                ->icon(OrderStatus::PRODUCTION->getIcon()),
+            //
+            //            'shipped' => Tab::make()
+            //                ->query(fn ($query) => $query->where('status', OrderStatus::SHIPPED->value))
+            //                ->icon(OrderStatus::SHIPPED->getIcon()),
+            //
+            //            'invoiced' => Tab::make()
+            //                ->query(fn ($query) => $query->where('status', OrderStatus::INVOICED->value))
+            //                ->icon(OrderStatus::INVOICED->getIcon()),
         ];
     }
 }

app/Models/Invoice.php

@@ -30,6 +30,7 @@ class Invoice extends Model
     ];
 
     protected $casts = [
+        'date'     => 'datetime',
         'total'    => 'decimal:2',
         'subtotal' => 'decimal:2',
         'status'   => InvoiceStatus::class,

database/factories/InvoiceFactory.php

@@ -20,6 +20,7 @@ class InvoiceFactory extends Factory
             'created_at'  => Carbon::now()->subDays(rand(1, 30)),
             'gst'         => true,
             'pst'         => $this->faker->boolean(40),
+            'date'        => Carbon::now()->subDays(rand(1, 60)),
             'status'      => $this->faker->randomElement(InvoiceStatus::cases())->value,
             'customer_id' => $customer->id,
             'updated_at'  => Carbon::now(),

database/seeders/OrderSeeder.php

@@ -14,7 +14,7 @@ class OrderSeeder extends Seeder
     public function run(): void
     {
         foreach (Customer::all() as $customer) {
-            Order::factory(rand(10, 50), ['customer_id' => $customer])->create();
+            Order::factory(rand(50, 150), ['customer_id' => $customer])->create();
         }
     }
 }

todos

@@ -1,4 +1,38 @@
 todo
+Invoice Report
+--------------
+Model ?customer > table
+
+Quotes
+------
+- Add date?
+
+Orders
+-------
+- Move all to last
+- Default tab 'active orders'
+    - sort by status:
+
+- Fix service type
+- PDF pre-pro property
+- Change order status from table > do thru checkboxes?
+- Tabs for quotes, invoices, packingSlips?
+- Fix total order price
+- Duplicate to new order
+
+Shipping Entries
+-----------------
+- Clickable URL in title
+
+Others
+-------
+- ServiceFile findOrCreate
+- Way to set GST and PST
+- Remove service_type from ProductService?
+- order pdfs checkboxes don't tick no more
+- duplicate order button (edit page header)
+- badge for invoices
+
 
 - finish invoice styling
 - add to invoice button on order page
@@ -8,6 +42,3 @@ renamings:
   - order->total_service_price => subtotal
   - amount > quantity
   - amount_price > amount
-
-
-orders: tabs for status or rush!! :D